Investment Analyst

Job Description:

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success:
Investment, Retirement, Estate, Tax, Business, and Insurance.

• Flexibility to manage your days in support of our commitment to work/life balance
• Join a culture that has received multiple top “Places to Work” awards
• Great work is achieved when diverse cultures, ideas, and experiences come together to create new solutions
• Embrace our differences which unite us as a team and strengthen our foundation
• Show up authentically and find inspiration to do our best work

• Equity, fixed income, ETFs, and mutual fund trading
• Participate in portfolio construction, rebalancing, and management
• Analyze, monitor, and review the firm’s book of business, client portfolios, and trading models
• Utilize trading and financial analysis software
• Assist in client support and administration
• Provide research and project support to the investment committee

• Bachelor’s degree in Finance, Economics, Accounting, Business, or closely related field
• 3+ years of experience in financial services

• Series 7 or 65 license preferred
• Familiarity with trading technologies, order management systems, and rebalancing software a plus
• Proficiency in Microsoft Excel, PowerPoint, and other financial software and tools such as Morningstar
• Passion for financial markets
• Detail-oriented with strong organizational skills
• Strong communication skills
• Desire to work collaboratively to support team objectives
• Willingness to work in a detail-oriented, deadline-driven environment
• Ability to handle multiple projects simultaneously
• Strong work ethic, positive attitude, and professional demeanor
• Ability to learn quickly and work independently

Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment visa for this position now or in the future.

Eisner Amper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

For Minnesota, the expected salary range for this position is between $75,000 and $90,000. The range may vary based on market differences in other geographies. Actual compensation is determined based on experience and other factors permitted by law.

Eisner & Amper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long‑range perspective to help clients meet pressing issues today and position them for success tomorrow. Our clients include sophisticated financial institutions, start‑ups, global public firms, middle‑market companies, high‑net‑worth individuals, family offices, and not‑for‑profit organizations.

We also work with attorneys, financial professionals, bankers, and investors who serve these clients.

Preferred

Location:

Iselin, New Jersey.